Implementation Specialist, Factset
Business data & analytics for finance
Open for applications
Business data & analytics for finance
1001+ employees
Open for applications
1001+ employees
Company mission
To help investment professionals throughout the world by providing analytical insight from raw financial data.
Role
Who you are
- Bachelor’s degree in Finance, IT, Accounting, Business Administration, or a related discipline
- 5+ years of project management experience; experience with private equity, private markets, or financial software a strong plus
- PMP, CAPM, or comparable project management certification a plus
- Strong organizational skills—able to manage multiple projects concurrently and prioritize effectively
- Outstanding communication and stakeholder management; confident delivering updates and solutions to both technical and business audiences
- Analytical, solutions-driven mindset with an eye for execution and continuous improvement
- Advanced PC skills: Microsoft Office proficiency and ability to manage large datasets (Excel pivots, V-Lookups, add-ins)
- Proficiency in French is a significant advantage
What the job involves
- Join the Cobalt Implementation Team to drive mission-critical onboarding for private capital clients
- As an Implementation Specialist, you’ll lead the project delivery process—ensuring clients unlock the full potential of their Cobalt subscription
- This role blends client-facing project management, technical workflow expertise, and cross-functional teamwork in a fast-evolving market segment
- Serve as the lead project manager on client implementations, aligning stakeholders on objectives, timelines, and deliverables
- Own the end-to-end implementation process, assuring timely, within-scope delivery tailored to client needs
- Configure data and workflows within Cobalt to best-in-class standards, delivering value from day one
- Collaborate closely with Customer Success, Product Development, and FactSet global teams for seamless execution
- Identify risks, communicate proactively, and escalate challenges as needed for project success
- Continuously refine processes for efficiency and scalability, driving exceptional client experiences
- Stay current with new Cobalt features, client workflows, and market trends to anticipate evolving client needs
Our take
FactSet is an S&P 500 company creating flexible, open data solutions for investment professionals around the globe. The company was founded at the end of the 1970s, when the prominence of computers spurred the founders to find a way to deliver computer-based financial information. In doing so, FactSet revolutionized the delivery of this data to clients, which had previously been by messenger and on paper.
Investors use FactSet to access instant financial data and analytics that educate their investment decisions. In 2022, FactSet for CRM launched on the Salesforce AppExchange; reaching users looking to get a complete, reliable view of current and prospective customers. As it has grown, the company has continuously responded to changes in the market, and innovated its operations.
As part of the company’s efforts to help clients modernize and improve their market data technology, FactSet partnered with data and analytics company BMLL to offer order book history and analytics in the cloud. The company has also made steps into the cryptocurrency space by collaborating with Coin Metrics, integrating Coin Metrics’ digital assets data into its solutions, whilst embarking on a series of strategic fintech acquisitions over 2023 and 24.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
11% employee growth in 12 months
Company
Funding (1 round)
May 2003
$0.2m
SEED
Total funding: $0.2m
Company benefits
- A competitive package offering generous paid time off for personal, vacation, parental, and medical leave.
- Comprehensive health coverage for employees and their families, at little or no cost to employees.
- Discounted services at gyms and wellness facilities.
- Free working lunch in the office Monday through Thursday.
- A social community involved in sports, charities, and in-office events.
- Certification reimbursement for eligible expenses related to the CFA, IPM, CAIA, and FRM exams.
Company HQ
Norwalk, CT
Leadership
Phil Snow
(CEO)Has worked at FactSet since 1996, including in various leadership roles within Global Content Sales and Americas Sales.
Share this job
View 10 more jobs at Factset